SWM
Sagace Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
109,476
-16,232
| -13% | -$702K | 3.54% | 8 |
|
|
2025
Q1 | $4.99M | Buy |
125,708
+1,053
| +0.8% | +$41.8K | 3.77% | 7 |
|
|
2024
Q4 | $4.63M | Buy |
124,655
+26,906
| +28% | +$999K | 3.46% | 8 |
|
|
2024
Q3 | $4.02M | Buy |
97,749
+21,404
| +28% | +$880K | 3.1% | 11 |
|
|
2024
Q2 | $3.02M | Buy |
+76,345
| New | +$3.02M | 2.96% | 11 |
|